Pretty much everything you document in your business playbook will fit into one of the following 3 categories in Trainual:


This is where you’ll document your super awesome origin story, your mission, your vision, your core values, your team, your culture. Everything about what makes your company YOUR company!


This is where you’ll document your operating rules and standards. This is the quintessential employee handbook area in your playbook. Everything from office-access hours, dress code, and vacation time to legal compliance: state and federal regulations, and anti-harassment and safety information.


This is where you’ll document the step-by-step, start-to-finish sequences of accomplishing a task or meeting a responsibility inside your business. Basically, whatever you do and how you do it gets documented here.

🎥 Learn how to use Company, Policies, & Processes in the video below:

👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our amazing L&D coach, Shawn.

You can easily move a Subject from one category to another:

  1. Click the 3-dot menu next to a Subject

  2. Click "Move"

  3. Select the Category (or even Collection) you want to move it to

  4. Click "Save"

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